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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $18,954 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,662 |
Filed as: JIM HALLINAN PENSION Service code 13 · EIN 51-0523358 | Contract Administrator | $7,285 |
Service code 13 | Contract Administrator | $4,931 |
Filed as: WHILSHIRE ASSOCIATES INCORPORATED Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,881 | $55,470+191.8% | $155,556+4.1% | $74,478+117.4% |
| Participation rate | 94.3% | 61.9%+32.4pp | 78.2%+16.1pp | 67.2%+27.1pp |
| Annual return | 11.12% | 269.80%-258.7pp | 64.84%-53.7pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $7,853 | $2,267+246.5% | $4,675+68.0% | $2,626+199.0% |
| Participant deferral / active EE | $6,353 | $2,838+123.8% | $5,631+12.8% | $4,350+46.0% |
| Admin fee / account holder | $474 | $1,744-72.8% | $15,885-97.0% | $1,946-75.7% |